Vice President, Chartered Special Needs Consultant®                                                                    CA License #4039578 ...

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Barbara Sonin developed a passion for the elderly and people with disabilities in her childhood. She treasured time with the neighborhood "grandma" who put candy canes on her pine tree every Christmas and told stories of her native Norway. She saw the difficulties faced by the neighbor with a profoundly disabled son, w...

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Brian is an experienced California attorney whose practice focuses on trusts and estates, probate, and special needs planning. More than half of his clients have a loved one with disabilities.  He is a member of WealthCounsel, an association of America's top estate planning attorneys, and the Academy of Speci...

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Margaret Heiser Fulton is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She received her BA from the University of California at Berkeley, and earned her law degree in 1977 from Hastings College of the Law in San Francisco. In 1992, she...

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